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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,922 | $81,504-17.9% | $102,437-34.7% | $80,959-17.3% |
| Participation rate | 93.1% | 66.9%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 12.43% | 25.60%-13.2pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,940 | $3,871+79.3% | $5,060+37.1% | $4,300+61.4% |
| Admin fee / account holder | $6,738 | $6,719+0.3% | $8,388-19.7% | $6,925-2.7% |